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Scissortail Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Scissortail Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.2M Buy
29,611
+15,324
+107% +$11.2M 4.27% 5
2026
Q1 		$9.33M Buy
14,287
+2,385
+20% +$1.63M 1.88% 16
2025
Q4 		$8.15M Sell
11,902
-117
-1% -$79.5K 1.86% 16
2025
Q3 		$8.04M Sell
12,019
-11,698
-49% -$7.53M 1.75% 19
2025
Q2 		$14.7M Buy
23,717
+813
+4% +$467K 3.54% 4
2025
Q1 		$12.9M Sell
22,904
-3,922
-15% -$2.32M 3.31% 4
2024
Q4 		$15.8M Buy
26,826
+26,395
+6,124% +$15.6M 4.04% 3
2024
Q3 		$14.9M Sell
431
-30,512
-99% -$17M 3.61% 4
2024
Q2 		$16.9M Buy
30,943
+184
+0.6% +$96.8K 4.31% 2
2024
Q1 		$16.2M Buy
+30,759
New +$15.4M 4.27% 3
2022
Q4 		– Sell
-30,280
Closed -$11.4M – 144
2022
Q3 		$11.4M Buy
30,280
+798
+3% +$319K 5.92% 2
2022
Q2 		$14.1M Sell
29,482
-883
-3% -$363K 5.41% 3
2022
Q1 		$13.1M Buy
30,365
+883
+3% +$395K 6.42% 2
2021
Q4 		$14.1M Buy
+29,482
New +$13.6M 5.41% 3

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Scissortail Wealth Management's IVV Position: Q2 2026 in Review

Scissortail Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 107% in Q2 2026, buying an estimated $11.2M and bringing the position to 29,611 shares worth $22.2M. The position accounts for 4.27% of the portfolio, ranked #5.

Scissortail Wealth Management first reported a position in IVV in Q4 2021 and has held it in 14 quarters since. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Scissortail Wealth Management held 29,611 shares of iShares Core S&P 500 ETF worth $22.2M as of Q2 2026.
  • Scissortail Wealth Management bought 15,324 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $11.2M.
  • iShares Core S&P 500 ETF made up 4.27% of Scissortail Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Scissortail Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 14 quarters since.
  • 4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.